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Wisdomtree Tr bofa merlyn ze shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Wisdomtree Tr bofa merlyn ze (HYZD) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in Wisdomtree Tr bofa merlyn ze

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All positions including Wisdomtree Tr bofa merlyn ze held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr bofa merlyn ze by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $583k 26k 22.14

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Powershares Qqq Tr Etf (QQQ)
Vanguard Value Etf Etf (VTV)
Autozone Inc Nev Stock (AZO)
Amazon.com Stock (AMZN)
Vanguard Dividend Appreciation Etf Etf (VIG)
Proshares Tr Pshs Cs 130/30 Etf (CSM)
Pimco Dynamic Income Cef (PDI)
Kkr & Co Stock (KKR)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

View all positions for Duncan Williams Asset Management

Top funds holding Wisdomtree Tr bofa merlyn ze

National Asset Management
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Morgan Stanley
Integrated Wealth Concepts
Equitable Holdings
Avestar Capital
Commonwealth Equity Services
Susquehanna International
McAdam
Raymond James Financial Services Advisors
Advisory Alpha
Kestra Advisory Services
Howard Capital Management
Verus Capital Partners

View all funds holding Wisdomtree Tr bofa merlyn ze